817 Berlin Road
Our Primary Purpose
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
Founded in 2004, Saline Wealth Management Group is an independent wealth management firm that is dedicated to helping successful individuals and families reach their financial goals. We specialize in retirement income planning. At Saline Wealth Management Group, we provide holistic financial planning, giving clients advice on their whole financial world. This includes advice in the areas of Retirement, Investments, Insurance, Education, and Corporate planning.
With over 100 years of combined industry experience, we’ve gained great knowledge and insight into the needs of retirees and those planning for retirement. From assisting employees of large telecom organizations - including Verizon- to families seeking assistance planning for wealth transfer across multiple generations, our team offers real-life, hands-on planning experience. Our team members hold degrees from highly respected universities, securities licenses, insurance licenses, and industry leading certifications including CERTIFIED FINANCIAL PLANNER™(CFP®), Chartered Financial Consultant® (ChFC®), Certified Fund Specialist™ (CFS™), and Certified Financial Fiduciary®.
Most of our clients reside in communities surrounding in New Jersey, New York, Delaware and Pennsylvania. Many of our lifelong clients continue to work with our team after retiring to states such as North Carolina, Florida, and as far away as New Mexico. Regardless of each client’s physical location, we remain committed to frequent face-to-face communication. This level of personal attention runs through every part of our business. We are here to answer our client’s questions, no matter how large or small. Our mission is to work with our clients as a dedicated financial partner. It is this personal service that has enabled us to retain long-term, trusted relationships with hundreds of individuals and families.
Saline Wealth Management Group is a member of the Better Business Bureau of Cherry Hill, New Jersey and has a staff member, James Stahl Jr., who has achieved the prestigious Five Star Wealth Manager Award for 2012-20191.
Please contact us for a complimentary consultation in order to discuss your holistic planning needs.
1The FIVE Star Award is not indicative of the wealth manager's future performance. The inclusion of a wealth manager on the Five Star Wealth List should not be construed as an endorsement of the wealth Manager by Five Star Professional or any other entity.